A COVID-19 update from P&A

A COVID-19 update from P&A

Out of an abundance of caution for the health and safety of our clients, team members, and community, we have taken several steps to protect you and ourselves from the spread of the novel coronavirus that causes COVID-19.  In taking these actions, we are maintaining...
What not to do right now

What not to do right now

This week has been a tough one.  Markets went from all-time highs to correction territory (down 10%) in just six trading days.  Rarely will you see money taken away so quickly.  And since our personal monies are invested in the same stocks, bonds, mutual funds, and...
Winter 2020 Book Reviews

Winter 2020 Book Reviews

Super Pumped: The Battle for Uber By Mike Isaac For those of you who read Bad Blood by John Carreyou, Super Pumped is of a similar vein (pun intended).  The former is a story about a visionary founder who refused to accept that her revolutionary product simply didn’t...
P&A’s Down 20 Rule

P&A’s Down 20 Rule

One of Wall Street’s most famous sayings is “cut your losses and let your profits run.”  In reality, many investors do the opposite, selling winners too early and holding onto losing positions too long (what’s known as the disposition effect).   Behavioral finance...
Five implications of the SECURE Act

Five implications of the SECURE Act

Just before Christmas 2019, Congress passed and the president signed the SECURE Act, the most significant update to retirement law in over a decade.  Here are the five biggest implications:   Elimination of Stretch IRAs for non-spouse inheritors: Beginning in...
Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.
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